Portfolio Management Officer

1 month ago


Bristol, Bristol, United Kingdom Portfolio Credit Control Full time
Key Responsibilities
  • Actively chase all debt within the allotted portfolio, using appropriate means (telephone, email, etc.) and update stakeholders as required.
  • Maintain accurate and up-to-date client notes following conversations with clients, using Workday to record status.
  • Have regular face-to-face meetings with stakeholders as required regarding their debt portfolios.

Additionally, you will monitor queries and disputes, ensuring appropriate escalation, and ensure consistent application of the firm's debt provisioning policy. You will also review and analyze aged debt against defined metrics, prepare summary reports as and when required, and identify problem debts that require escalation.



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